Market Value10,859,490,593
Total Holdings551
File Date2024-07-17
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SHOP / Shopify Inc.
MET / MetLife, Inc.
KO / The Coca-Cola Company
SRE / Sempra
BAC / Bank of America Corporation
TRP / TC Energy Corporation
CTAS / Cintas Corporation
RRC / Range Resources Corporation
BX / Blackstone Inc.
IDXX / IDEXX Laboratories, Inc.
ROP / Roper Technologies, Inc.
ITW / Illinois Tool Works Inc.
CNI / Canadian National Railway Company
BMY / Bristol-Myers Squibb Company
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
TECK / Teck Resources Limited
TKR / The Timken Company
NSC / Norfolk Southern Corporation
CMG / Chipotle Mexican Grill, Inc.
TTEK / Tetra Tech, Inc.
NTAP / NetApp, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
DHR / Danaher Corporation
SBAC / SBA Communications Corporation
HPQ / HP Inc.
ANSS / ANSYS, Inc.
ES / Eversource Energy
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MKC / McCormick & Company, Incorporated
UNH / UnitedHealth Group Incorporated
MTB / M&T Bank Corporation
CCJ / Cameco Corporation
MOS / The Mosaic Company
TT / Trane Technologies plc
SYK / Stryker Corporation
ICE / Intercontinental Exchange, Inc.
PFG / Principal Financial Group, Inc.
STT / State Street Corporation
PLUG / Plug Power Inc.
HCA / HCA Healthcare, Inc.
SPGI / S&P Global Inc.
GWW / W.W. Grainger, Inc.
NEOG / Neogen Corporation
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
AVGO / Broadcom Inc.
BCPC / Balchem Corporation
TTWO / Take-Two Interactive Software, Inc.
WMT / Walmart Inc.
TTP / Tortoise Pipeline & Energy Fund, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
LBRDA / Liberty Broadband Corporation
FANG / Diamondback Energy, Inc.
SRCL / Stericycle, Inc.
FWONK / Formula One Group
TEL / TE Connectivity plc
BRK.A / Berkshire Hathaway Inc.
SIRI / Sirius XM Holdings Inc.
A / Agilent Technologies, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
TECH / Bio-Techne Corporation
ADP / Automatic Data Processing, Inc.
D / Dominion Energy, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FI / Fiserv, Inc.
FDX / FedEx Corporation
TMUS / T-Mobile US, Inc.
BRKL / Brookline Bancorp, Inc.
VZ / Verizon Communications Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SLF / Sun Life Financial Inc.
AWK / American Water Works Company, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
GE / General Electric Company
JPM / JPMorgan Chase & Co.
BKNG / Booking Holdings Inc.
ADI / Analog Devices, Inc.
STZ / Constellation Brands, Inc.
WFC / Wells Fargo & Company
OGN / Organon & Co.
PRU / Prudential Financial, Inc.
DXCM / DexCom, Inc.
DGX / Quest Diagnostics Incorporated
ANET / Arista Networks Inc
NKE / NIKE, Inc.
CTRA / Coterra Energy Inc.
CRM / Salesforce, Inc.
ABNB / Airbnb, Inc.
GOOGL / Alphabet Inc.
PHYS / Sprott Physical Gold Trust
AMAT / Applied Materials, Inc.
NFLX / Netflix, Inc.
MS / Morgan Stanley
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
TJX / The TJX Companies, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
NVDA / NVIDIA Corporation
CP / Canadian Pacific Kansas City Limited
BR / Broadridge Financial Solutions, Inc.
RIVN / Rivian Automotive, Inc.
FAST / Fastenal Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
KD / Kyndryl Holdings, Inc.
PCRX / Pacira BioSciences, Inc.
TDG / TransDigm Group Incorporated
ENB / Enbridge Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MDT / Medtronic plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MRK / Merck & Co., Inc.
APP / AppLovin Corporation
PSA / Public Storage
MMM / 3M Company
ALNY / Alnylam Pharmaceuticals, Inc.
SNAP / Snap Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
MTD / Mettler-Toledo International Inc.
F / Ford Motor Company
ALGN / Align Technology, Inc.
CC / The Chemours Company
LMT / Lockheed Martin Corporation
SU / Suncor Energy Inc.
O / Realty Income Corporation
NOW / ServiceNow, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
KEYS / Keysight Technologies, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
MMYT / MakeMyTrip Limited
SPG / Simon Property Group, Inc.
SCHW / The Charles Schwab Corporation
BBY / Best Buy Co., Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WH / Wyndham Hotels & Resorts, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
MTRN / Materion Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
TREX / Trex Company, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TNL / Travel + Leisure Co.
SWAV / Shockwave Medical, Inc.
WDAY / Workday, Inc.
LNG / Cheniere Energy, Inc.
EVBG / Everbridge, Inc.
MAS / Masco Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
LH / Labcorp Holdings Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ROST / Ross Stores, Inc.
BFB / Brown-Forman Corp. - Class B
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NWL / Newell Brands Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PXD / Pioneer Natural Resources Company
FMC / FMC Corporation
CATC / Cambridge Bancorp
LKQ / LKQ Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PRI / Primerica, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
STX / Seagate Technology Holdings plc
RIGL / Rigel Pharmaceuticals, Inc.
QTUM / ETF Series Solutions - Defiance Quantum ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
BHF / Brighthouse Financial, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
WBA / Walgreens Boots Alliance, Inc.
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
WTW / Willis Towers Watson Public Limited Company
BURL / Burlington Stores, Inc.
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
IVVD / Invivyd, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
MCO / Moody's Corporation
CASY / Casey's General Stores, Inc.
VRT / Vertiv Holdings Co
ROKU / Roku, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VNT / Vontier Corporation
JKHY / Jack Henry & Associates, Inc.
BA / The Boeing Company
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
LIN / Linde plc
GLD / SPDR Gold Trust
KMB / Kimberly-Clark Corporation
TYL / Tyler Technologies, Inc.
IRBT / iRobot Corporation
DG / Dollar General Corporation
DE / Deere & Company
CHKP / Check Point Software Technologies Ltd.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
VST / Vistra Corp.
PAYC / Paycom Software, Inc.
VSTM / Verastem, Inc.
PM / Philip Morris International Inc.
CSX / CSX Corporation
WASH / Washington Trust Bancorp, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MGY / Magnolia Oil & Gas Corporation
REGN / Regeneron Pharmaceuticals, Inc.
ACN / Accenture plc
ZTS / Zoetis Inc.
LULU / lululemon athletica inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DELL / Dell Technologies Inc.
INTU / Intuit Inc.
SEDG / SolarEdge Technologies, Inc.
BDX / Becton, Dickinson and Company
MNST / Monster Beverage Corporation
HXL / Hexcel Corporation
DD / DuPont de Nemours, Inc.
UBER / Uber Technologies, Inc.
ROK / Rockwell Automation, Inc.
AMZN / Amazon.com, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
FWONA / Formula One Group
MELI / MercadoLibre, Inc.
GRAL / GRAIL, Inc.
EW / Edwards Lifesciences Corporation
MDB / MongoDB, Inc.
ONON / On Holding AG
OXY / Occidental Petroleum Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HUM / Humana Inc.
INTC / Intel Corporation
MSFT / Microsoft Corporation
POOL / Pool Corporation
META / Meta Platforms, Inc.
YUMC / Yum China Holdings, Inc.
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
RMD / ResMed Inc.
EBC / Eastern Bankshares, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CDZI / Cadiz Inc.
ASGN / ASGN Incorporated
GPC / Genuine Parts Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BAX / Baxter International Inc.
EML / The Eastern Company
GNRC / Generac Holdings Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HSY / The Hershey Company
UHS / Universal Health Services, Inc.
CVS / CVS Health Corporation
FRGE / Forge Global Holdings, Inc.
COKE / Coca-Cola Consolidated, Inc.
ETN / Eaton Corporation plc
CHTR / Charter Communications, Inc.
COP / ConocoPhillips
ADBE / Adobe Inc.
LAMR / Lamar Advertising Company
C.WSA / Citigroup, Inc.
DECK / Deckers Outdoor Corporation
PANW / Palo Alto Networks, Inc.
CTVA / Corteva, Inc.
RTX / RTX Corporation
EA / Electronic Arts Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
KDP / Keurig Dr Pepper Inc.
XYL / Xylem Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SOLV / Solventum Corporation
OZK / Bank OZK
AAPL / Apple Inc.
CAR / Avis Budget Group, Inc.
PH / Parker-Hannifin Corporation
FDS / FactSet Research Systems Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
PGR / The Progressive Corporation
GILD / Gilead Sciences, Inc.
EMBC / Embecta Corp.
ELV / Elevance Health, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
NOVA / Sunnova Energy International Inc.
VMI / Valmont Industries, Inc.
LLYVA / Liberty Live Group
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ORLY / O'Reilly Automotive, Inc.
ZION / Zions Bancorporation, National Association
SWKS / Skyworks Solutions, Inc.
SAGE / Sage Therapeutics, Inc.
LIND / Lindblad Expeditions Holdings, Inc.
MNRO / Monro, Inc.
APH / Amphenol Corporation
CHD / Church & Dwight Co., Inc.
OKTA / Okta, Inc.
NEE / NextEra Energy, Inc.
CG / The Carlyle Group Inc.
VTR / Ventas, Inc.
TRV / The Travelers Companies, Inc.
AJG / Arthur J. Gallagher & Co.
AUB / Atlantic Union Bankshares Corporation
ULTA / Ulta Beauty, Inc.
NOC / Northrop Grumman Corporation
KVUE / Kenvue Inc.
APD / Air Products and Chemicals, Inc.
VTRS / Viatris Inc.
NUE / Nucor Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
TSLA / Tesla, Inc.
CHPT / ChargePoint Holdings, Inc.
QRVO / Qorvo, Inc.
NTRS / Northern Trust Corporation
MCD / McDonald's Corporation
BTU / Peabody Energy Corporation
NVAX / Novavax, Inc.
CB / Chubb Limited
WY / Weyerhaeuser Company
PODD / Insulet Corporation
EOG / EOG Resources, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
ISUN / iSun, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
CHRW / C.H. Robinson Worldwide, Inc.
ECL / Ecolab Inc.
PNC / The PNC Financial Services Group, Inc.
FSLR / First Solar, Inc.
VLTO / Veralto Corporation
CDW / CDW Corporation
MLM / Martin Marietta Materials, Inc.
LNC / Lincoln National Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AMT / American Tower Corporation
BFA / Brown-Forman Corp. - Class A
MCHP / Microchip Technology Incorporated
KIM / Kimco Realty Corporation
DOV / Dover Corporation
GLW / Corning Incorporated
ENPH / Enphase Energy, Inc.
CSGP / CoStar Group, Inc.
AFL / Aflac Incorporated
TEAM / Atlassian Corporation
IFN / The India Fund, Inc.
MGNX / MacroGenics, Inc.
FBRX / Forte Biosciences, Inc.
TPL / Texas Pacific Land Corporation
EBAY / eBay Inc.
QCOM / QUALCOMM Incorporated
CL / Colgate-Palmolive Company
EPAM / EPAM Systems, Inc.
LRCX / Lam Research Corporation
LH / Labcorp Holdings Inc.
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
COR / Cencora, Inc.
QSR / Restaurant Brands International Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
YUM / Yum! Brands, Inc.
DUK / Duke Energy Corporation
LILAK / Liberty Latin America Ltd.
FIS / Fidelity National Information Services, Inc.
PEO / Adams Natural Resources Fund, Inc.
PARA / Paramount Global
DVY / iShares Trust - iShares Select Dividend ETF
OKE / ONEOK, Inc.
AXP / American Express Company
SEM / Select Medical Holdings Corporation
MTCH / Match Group, Inc.
CPRT / Copart, Inc.
ALL / The Allstate Corporation
LHX / L3Harris Technologies, Inc.
CDNS / Cadence Design Systems, Inc.
RIG / Transocean Ltd.
SO / The Southern Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MTUS / Metallus Inc.
LBTYK / Liberty Global Ltd.
DKS / DICK'S Sporting Goods, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
AVAV / AeroVironment, Inc.
SBUX / Starbucks Corporation
ORCL / Oracle Corporation
TGT / Target Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
WEX / WEX Inc.
AEP / American Electric Power Company, Inc.
BSX / Boston Scientific Corporation
FTV / Fortive Corporation
FE / FirstEnergy Corp.
PFE / Pfizer Inc.
SEIC / SEI Investments Company
WBD / Warner Bros. Discovery, Inc.
LLYVK / Liberty Live Group
EMR / Emerson Electric Co.
IWV / iShares Trust - iShares Russell 3000 ETF
NAK / Northern Dynasty Minerals Ltd.
CPNG / Coupang, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
CBT / Cabot Corporation
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
TTD / The Trade Desk, Inc.
HPE / Hewlett Packard Enterprise Company
KNSL / Kinsale Capital Group, Inc.
DOW / Dow Inc.
EQIX / Equinix, Inc.
TWLO / Twilio Inc.
SNOW / Snowflake Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
WM / Waste Management, Inc.
CEG / Constellation Energy Corporation
GIS / General Mills, Inc.
PWR / Quanta Services, Inc.
RUN / Sunrun Inc.
SPOT / Spotify Technology S.A.
REAL / The RealReal, Inc.
SLB / Schlumberger Limited
MDLZ / Mondelez International, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
TSCO / Tractor Supply Company
NU / Nu Holdings Ltd.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
TOL / Toll Brothers, Inc.
XEL / Xcel Energy Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SNPS / Synopsys, Inc.
PAYX / Paychex, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
UBCP / United Bancorp, Inc.
GD / General Dynamics Corporation
KHC / The Kraft Heinz Company
J / Jacobs Solutions Inc.
IBM / International Business Machines Corporation
MTN / Vail Resorts, Inc.
DVN / Devon Energy Corporation
CI / The Cigna Group
DFS / Discover Financial Services
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
MRVL / Marvell Technology, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
TD / The Toronto-Dominion Bank
XIFR / XPLR Infrastructure, LP - Limited Partnership
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
LLY / Eli Lilly and Company
ABT / Abbott Laboratories
CARR / Carrier Global Corporation
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
KAI / Kadant Inc.
SBR / Sabine Royalty Trust
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMD / Advanced Micro Devices, Inc.
DKNG / DraftKings Inc.
GME / GameStop Corp.
COST / Costco Wholesale Corporation
SJM / The J. M. Smucker Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BIIB / Biogen Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
CRWD / CrowdStrike Holdings, Inc.
UNB / Union Bankshares, Inc.
CSL / Carlisle Companies Incorporated
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
SCCO / Southern Copper Corporation
IRM / Iron Mountain Incorporated
SAM / The Boston Beer Company, Inc.
HD / The Home Depot, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
LBTYA / Liberty Global Ltd.
SYY / Sysco Corporation
CVX / Chevron Corporation
MCK / McKesson Corporation
CMCSA / Comcast Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TW / Tradeweb Markets Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
C / Citigroup Inc.
OMC / Omnicom Group Inc.
XOM / Exxon Mobil Corporation
AMGN / Amgen Inc.
CYBR / CyberArk Software Ltd.
XRAY / DENTSPLY SIRONA Inc.
GEV / GE Vernova Inc.
ROL / Rollins, Inc.
TXN / Texas Instruments Incorporated
WTS / Watts Water Technologies, Inc.
LOW / Lowe's Companies, Inc.
NEM / Newmont Corporation
CRSP / CRISPR Therapeutics AG
VRTX / Vertex Pharmaceuticals Incorporated
LILA / Liberty Latin America Ltd.
EL / The Estée Lauder Companies Inc.
PG / The Procter & Gamble Company
WSO / Watsco, Inc.
VLO / Valero Energy Corporation
ATR / AptarGroup, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DIS / The Walt Disney Company
QQQ / Invesco QQQ Trust, Series 1
SHW / The Sherwin-Williams Company
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IQV / IQVIA Holdings Inc.
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
NXT / Nextracker Inc.
ABBV / AbbVie Inc.
GOOG / Alphabet Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
IBB / iShares Trust - iShares Biotechnology ETF
UGI / UGI Corporation
MA / Mastercard Incorporated
T / AT&T Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VEEV / Veeva Systems Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
LBRDK / Liberty Broadband Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
RGLD / Royal Gold, Inc.
XYZ / Block, Inc.
JNJ / Johnson & Johnson
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
V / Visa Inc.
WMS / Advanced Drainage Systems, Inc.
GHRS / GH Research PLC
MO / Altria Group, Inc.
HIG / The Hartford Insurance Group, Inc.
ILMN / Illumina, Inc.
WPC / W. P. Carey Inc.
DCI / Donaldson Company, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
PAGS / PagSeguro Digital Ltd.
BK / The Bank of New York Mellon Corporation
PRGS / Progress Software Corporation
PRGO / Perrigo Company plc
CCI / Crown Castle Inc.
OTIS / Otis Worldwide Corporation
UNP / Union Pacific Corporation
GEHC / GE HealthCare Technologies Inc.
ED / Consolidated Edison, Inc.
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
PEP / PepsiCo, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
RBLX / Roblox Corporation
HII / Huntington Ingalls Industries, Inc.
PYPL / PayPal Holdings, Inc.
CSCO / Cisco Systems, Inc.
USO / United States Oil Fund, LP - Limited Partnership
TMO / Thermo Fisher Scientific Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
KR / The Kroger Co.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AMLX / Amylyx Pharmaceuticals, Inc.
VRSN / VeriSign, Inc.
MMC / Marsh & McLennan Companies, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TROW / T. Rowe Price Group, Inc.
UPS / United Parcel Service, Inc.
MRNA / Moderna, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
EMN / Eastman Chemical Company
MPW / Medical Properties Trust, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
NXPI / NXP Semiconductors N.V.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ZM / Zoom Communications Inc.
GS / The Goldman Sachs Group, Inc.
CAT / Caterpillar Inc.
HON / Honeywell International Inc.
PSX / Phillips 66
BYND / Beyond Meat, Inc.